What public Form 5500 filings show about the Arete Scholars Fund 401(k) plan — and how to find and check your own account.
Arete Scholars Fund (EIN 27-2494520) reports ARETE SCHOLARS FUND 401(K) SAVINGS PLAN on its most recent Form 5500, with $239K in plan assets across 11 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Arete Scholars Fund filing — schedules, fees, and providers.
Arete Scholars Fund’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Arete Scholars FundHR for the recordkeeper’s name and login.
